We will streamline and optimize financial efficiencies, and provide forecasting and planning of your finances. We are dedicated to ensuring you have all the financial reporting tools necessary in order to run a successful business. We offer the following management services:
By partnering with you, our CFO services will help you evaluate and understand your financial decisions. We are adept at tapping into pertinent data in order to be able to chart the clearest path to success. Together, we will design a successful business plan for your organization by outlining structure, growth, and revenue. We can help optimize product pricing, save costs, and reduce expenses which will produce tangible, achievable results. Ultimately it is our goal to increase income, lower expenses, scale your organization and watch your profits skyrocket to the next level. Whether you are answering RFPs or strategizing on your future, we can be instrumental in reaching your goals. Our expertise includes, but is not limited to:
Accounting/Bookkeeping
Accounting and bookkeeping is a vital part of any small business. It provides the base of your financial records and ultimately contributes to the financial stability of your organization.
We handle all aspects of bookkeeping and accounting such as:
We use cutting-edge technology so you can outsource your bookkeeping easily and efficiently we can provide you with onsite or virtual support. Using hosted QuickBooks® Desktop or QuickBooks® Online, as well as secure file sharing platforms we can obtain your bank statements and bills electronically, show you how to photograph and upload your receipts from your smartphone or tablet, and securely store all your key business documents in the cloud.
Reporting
Any small business needs a financial tracking mechanism; we will provide a monthly financial package to assist in helping you run your business effectively. By providing a detailed P&L and balance sheet you will see the state of your company and gain a thorough understanding of your assets and liabilities.
Collections
Why stress on collections, let us help. We will not treat it as a collection, but simply a partnering with your clients to help expedite payment or come up with a solution beneficial to all parties.